How do I select a default printed form? Workaround

[Verdant]

How can I select one of my forms to be used as the default form for invoices? 

Our MYOB file is linked to our Woocommerce website, which automatically creates a Sales invoice.  However, when I go to send the sales invoice to the customer, I have to manually go into the Customer Card and change the customers default form.  

Looking into this forum, it seems there have been other requests for this, including being suggested in the ideas section.  However, nothing has been implemented. It seems like such a simple thing and is desperately needed. Who really wants to use an MYOB default invoice, that has none of your business branding?

Anyway, has anyone found a workaround to this?

[Steven_M · Accepted solution]

Hi @Verdant 

Help Article: Set the default forms to use when emailing or printing outlines how you can set a default form. 

In short, you can set the default form used in the relevant Print/Email window. For example, for invoices - Sales>>Print/Email Invoices>>Advanced Filters -- Selected Form for Sales. Do ensure you have the appropriate Sales Type selected on that window.

It should be noted that sales are also unique when it comes to forms. The user can set also set a Printed Form in the customer's card>>Selling Details. This would be the form that is used by default for that customer within the Enter Sales Window. If no form is set for that customer then it will use that Selected form for sales in the Print/Email Invoices window.